Revance Therapeutics Inc (RVNC)

[iwfal]

That though should get sorted out through real world experience over time

Yes. Over time. But the key question is how much time - and how does that compare to their fairly high expense rate. And in light of having a large number of early adopters now cynical about the benefits of Daxxy. Hence my *really* wanting to see what percent of accounts that ordered in first half of 2023 reordered in Q4? In 2024 Q1? That metric should provide early insight to a turn around - although I suspect that it was not a good looking number in Q4, and likely not yet much better.

Note: I suspect the biggest impetus to a getting disappointed injectors to re-order will be competition on price from injectors in their local area who've learned how to get the benefits of Daxxy. But that likely takes multiple quarters of price competition and the price competition just started this quarter. In the meantime Revance needs to bring down their costs.